Atlas Capital Management provides portfolio management for individuals and small businesses.
Atlas Capital Management reports 3,261 clients. They include 3,171 individual clients and 90 high-net-worth individuals. Of its assets, 96.3% ($838M across 3,920 accounts) are managed with discretion; $32.3M across 223 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 97% | 84% |
| High-net-worth individuals | 3% | 16% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 3,171 | $731M | 84.0% | $230K |
| High-net-worth individuals | 90 | $139M | 16.0% | $1.55M |
| Total | 3,261 | $870M | 100% | $267K |
- Clients
- 3,171
- Regulatory AUM
- $731M
- AUM share
- 84.0%
- Avg. per client
- $230K
- Clients
- 90
- Regulatory AUM
- $139M
- AUM share
- 16.0%
- Avg. per client
- $1.55M
Total
- Clients
- 3,261
- Regulatory AUM
- $870M
- AUM share
- 100%
- Avg. per client
- $267K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Atlas Capital Management charges 1.00%–2.00% a year for its Asset management. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$250K | 2.00% |
| $250K–$500K | 1.75% |
| $500K–$1M | 1.50% |
| $1M and above | 1.00% |
Fee details and sources
Other fees
- Non-discretionary consulting
- Consulting for selected clients is a fixed annual fee or a negotiated percentage of the account, set when the agreement is signed.
Jerry Jacobs owns 75% or more of Atlas Capital Management. The leadership team of Atlas Capital Management includes President Jerry Jacobs. It has 9 employees, 4 of them in advisory roles.
Leadership
- Jerry JacobsPresident, Chief Compliance Officer
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
Staff
- 9 employees
- 4 in advisory functions
- 3 state-registered reps
- 2 insurance agents
- 70 soliciting firms
- Owns 75% or more of Atlas Capital Management Corp
Jerry Jacobs
Control person · since December 1993
Atlas Capital Management’s regulatory assets grew 4.0× from $215M (March 2021) to $870M (March 2026); clients rose from 2,032 to 3,261 and employees from 8 to 9.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $870M | 3,261 | 9 | 1 |
| Jun 2025June 2025 | $563M | 3,261 | 9 | 1 |
| Mar 2024March 2024 | $461M | 2,793 | 9 | 1 |
| Mar 2023March 2023 | $273M | 2,550 | 9 | 1 |
| Mar 2022March 2022 | $291M | 2,663 | 9 | 1 |
| Mar 2021March 2021 | $215M | 2,032 | 8 | 1 |
Besides its headquarters, Atlas Capital Management has 0 offices, with 1 listed address in 1 state.
Indiana · 1 listed address
- 11130 Coldwater Road, Suite 104, FT WayneHQ
Contact and registration details
- Legal name
- Atlas Capital Management Corp
- Headquarters
- 11130 Coldwater Road, Suite 104, FT Wayne, IN 46845-1270
- Website
- atlascapitalmanagement.com
- Phone
- 260-637-2857
- SEC file
- 801-47277
- Structure
- Indiana corporation
- Fiscal year end
- December
Atlas Capital Management’s named custodian for separately managed accounts is Axos Clearing ($238M). Atlas Capital Management does not have custody of client assets.
- Axos ClearingAxos Clearing LLC · Omaha, NE · $238M100%
At year end, Atlas Capital Management’s separately managed accounts were mostly in funds (63%) and stocks (34%).
What the accounts hold
- Stocks34%
- Funds63%
- Cash3%
How many clients does Atlas Capital Management have?
Atlas Capital Management has 3,261 clients and manages $870 million for them, as of March 2026. They include 3,171 individual clients and 90 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 19 March 2026
What services does Atlas Capital Management offer?
Atlas Capital Management provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Atlas Capital Management charge?
Atlas Capital Management charges 1.00%–2.00% a year for its Asset management. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
Which custodians does Atlas Capital Management use?
Atlas Capital Management’s separately managed account assets are held at Axos Clearing LLC (Omaha, NE), with $238M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 March 2026
How many financial advisors does Atlas Capital Management have?
Atlas Capital Management has 3 investment adviser representatives registered with state securities authorities, out of 9 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Atlas Capital Management invest in?
At the end of its last fiscal year, Atlas Capital Management’s separately managed accounts held 63% registered funds (mutual funds, ETFs, BDCs), 34% exchange-traded equities and 3% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Atlas Capital Management?
Atlas Capital Management’s direct owner is Jerry Jacobs (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 19 March 2026
How does Atlas Capital Management get paid?
Atlas Capital Management is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Atlas Capital Management?
Atlas Capital Management’s main office is at 11130 Coldwater Road, Suite 104, FT Wayne, IN 46845-1270. Its phone number is 260-637-2857. Its website is atlascapitalmanagement.com.